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BAICX vs VGWIX
BAICX vs VGWIX Comparison
Open Charts BAICX vs VGWIX
BlackRock Multi-Asset Income Investor A
Price$10.14
Change+$0.01 (+0.10%)
VolumeN/A
Net Assets10.23B
Vanguard Global Wellesley Income I
Price$22.23
Change+$0.03 (+0.14%)
VolumeN/A
Net Assets579.43M
BAICX vs VGWIX Comparison Chart
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BAICX vs. VGWIX commentary
May 11, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is BAICX is a Buy and VGWIX is a Buy.
FUNDAMENTALS
Fundamentals
BAICX has more cash in the bank: 10.2B vs. VGWIX (579M). BAICX pays higher dividends than VGWIX: BAICX (5.81) vs VGWIX (3.67). BAICX was incepted earlier than VGWIX: BAICX (17 years) vs VGWIX (8 years). BAICX (0.92) is less costly to investors than VGWIX (0.44). VGWIX is a more actively managed with annual turnover of: 106.00 vs. BAICX (83.00). BAICX has a lower initial minimum investment than VGWIX: BAICX (1000) vs VGWIX (3000). BAICX annual gain was more profitable for investors over the last year : 7.22 vs. VGWIX (6.23). BAICX return over 5 years is better than : 29.02 vs. VGWIX (24.02).
| BAICX | VGWIX | BAICX / VGWIX | |
| Total Expense Ratio | 0.82 | 0.44 | 186% |
| Annual Report Gross Expense Ratio | 0.92 | 0.44 | 209% |
| Fund Existence | 17 years | 8 years | - |
| Gain YTD | 2.397 | 3.722 | 64% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | 100 | N/A | - |
| Net Assets | 10.2B | 579M | 1,762% |
| Annual Yield % from dividends | 5.81 | 3.67 | 158% |
| Returns for 1 year | 7.22 | 6.23 | 116% |
| Returns for 3 years | 18.92 | 14.45 | 131% |
| Returns for 5 years | 29.02 | 24.02 | 121% |
| Returns for 10 years | 45.81 | N/A | - |
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